Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 6,632 shares of DON stock, worth $351,694. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,632
Previous 329,363 97.99%
Holding current value
$351,694
Previous $20.7 Million 1538.46%
% of portfolio
0.11%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$46.17 - $51.13 $14.9 Million - $16.5 Million
-322,731 Reduced 97.99%
6,632 $339 Million
Q2 2024

Aug 06, 2024
BUY
$45.6 - $48.78 $14.7 Million - $15.7 Million
321,912 Added 4320.39%
329,363 $20.7 Million
Q1 2024

Apr 22, 2024
BUY
$44.21 - $48.77 $329,408 - $363,385
7,451 New
7,451 $363 Million
Q3 2023

Nov 07, 2023
BUY
$40.51 - $44.22 $141,177 - $154,106
3,485 Added 73.17%
8,248 $338 Million
Q2 2023

Sep 06, 2023
BUY
$38.91 - $42.05 $185,328 - $200,284
4,763 New
4,763 $200 Million

Others Institutions Holding DON

# of Institutions
448
Shares Held
41M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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